The price cut failed to clear the inventory, and a chip company in the United States announced a four-week shutdown
U.S. semiconductor company Texas Instruments said that its high inventory is expected to improve in the fourth quarter, but the news is bad enough, while another U.S. semiconductor company, Microchip, said that due to tight inventory, they plan to stop production for two weeks in March and June respectively to reduce inventory.
Among the microprocessor and analog chip manufacturers, Microchip Technology has a direct relationship with Texas Instruments and ADI, the two major analog chip manufacturers in the United States, and has previously joked that revenue will fall by 18 in the fourth quarter of next year6% of him, it seems that there is no significant ** now, but he is surprised by the high inventory.
Microchip Technology did not disclose how high its inventory was, but since four weeks ago, they knew that their inventory would definitely not be enough, because they knew that if something went wrong with their products, they would never stop production.
Compared with microchip technology, the world's largest analog integrated circuit manufacturer Texas Instruments is in a much better situation, but Texas Instruments also said that inventory has risen to a very high level, and a large number of price cuts have been carried out since last quarter, and there is still no satisfactory level, and it is expected that before the third quarter of next year, the company will continue to struggle to clear inventory.
Texas Instruments began to significantly reduce inventory in the second half of last year, and revealed that some products will have a 10% discount, until the beginning of this year, China's leading businessmen revealed that a representative product of Texas Instruments Company, from the highest price of 70 yuan, fell to 1 piece, a drop of 986%, but its price is still higher than similar products in China, where the price is only 7 cents.
In the past two years, most U.S. chip manufacturers have grown profitably due to man-made capacity shortages caused by the United States, but this perceived capacity shortage did not continue until the second half of last year, when the overcapacity situation became apparent.
This is mainly due to the sharp decline in the demand for chips in mobile phones, personal computers, TVs and other industries around the world, and the global chip industry and automotive chips are pinning their hopes on this, while the demand for automotive chips outside China is only 7%, so it is difficult for the demand for automotive chips to fill the demand for chips in other industries.
The United States has had a huge impact on the chip industry and the development of Chinese chips, and the United States has strictly controlled the chip supply of Chinese technology companies, which has also prompted many industries to jointly develop domestic chips, and China's chip industry has opened a breakthrough in the chip market, because these chips do not require too much technology and can be manufactured by local chip manufacturers, which is a fatal blow to the chip industry in the whole world.
China has become the world's largest chip manufacturer, China's chip production will account for about 30% of the world's chips, of which more than 70% of the chips are replaced by domestic chips, and China has begun to replace foreign chips, because domestic chips occupy 60% of the world's share, so American chips rarely have a chance to get their hands.
However, the United States is unrepentant and is still intensifying, some time ago the United States issued a ban, requiring Nvidia to provide AI chips for China, forcing Nvidia to continue to reduce the capacity of chips, and instead provide personalized AI chips to China, some time ago there was a news, domestic AI chips were cut by 500 million, and Nvidia did not plan to reduce the **H20 was also discounted. NVIDIA's H20 processor directly gave ** a triple discount.
Obviously, the United States has accelerated the research and development of Chinese chips and encouraged China to produce local chips to replace imported chips, which has had a huge impact on American chips, thereby reducing the ** of chips and reducing production.